Russell was previously Head of UK & Ireland Retail Equity Derivatives at Citigroup, joining in early 2004. Together with Andrew Lakeman, he successfully established Citigroup as a leader in the provision of private placement structured investments to institutional and professional asset managers in the UK. Along with Andrew and Tom, Russell has been a constant presence in the institutional structured products market in the UK, since its inception in the early 2000s.
Prior to joining Citigroup, Russell was Director of Retail Sales at AXA Investment Managers, with responsibility for the sales of proprietary retail investment funds, multimanager and alternative investment products from AXA Group companies and Alliance Capital Management. Russell’s appointment with AXA in 1999 was preceded by 1 year in institutional asset management and 11 years in pensions and investment consultancy.
Luke has over 20 years’ experience in the asset management industry, including co-founding LGBR Capital and LightTower Partners in 2012. Prior to this, Luke was Head of Retail and Institutional Business Development for the asset management division of Matrix Group from 2000. Luke has also worked for investment houses including M&G and Prudential.
Nick Johal joined the team in 2014 as Head of Fixed Income. Identifying an opportunity that exists within synthetic Credit markets and great synergies with our client base, he has been an important addition to the team. He previously spent 14 years at Barclays Capital, most recently running the Fixed Income team within Investor Solutions. Nick was responsible for distributing approximately GBP2bn nominal of Retail Bonds since the inception of the Order Book for Retail Bonds, including the GBP300m 8y LSE and GBP265m National Grid linker. He is regularly invited to speak at the LSE and other industry conferences, gaining a very strong reputation in this area of the market. Early successes in the Retail Bond space led to mandates for successful equity IPO’s and Investment Trust launches, the highlight of which was a senior role in the privatisation of Royal Mail (Intermediary Offer.) Previous roles including Multi-Asset Structured Products Sales, Prime Brokerage, Derivatives Operations and Collateral Management.
Concerns around duration, liquidity, valuations and supply in Credit have prompted investors to look for a more flexible solution. Nick believes many of the historical challenges and risks of investing in corporate bonds, which sought to be mitigated by Retail Bonds, still persist and solutions exist using synthetic credit structures such as Credit-Linked Notes, Bond Re-packs and Index Tranches.
Ben has over 10 years’ experience in the asset management industry, including co-founding LGBR Capital and LightTower Partners in 2012. Prior to this, Ben was Head of Marketing and Product for the asset management division of Matrix Group from 2006.
Ben has an MA (hons) in Business Management from the Judge Business School, Cambridge.
Chief Operating Officer
Michael has over 30 years’ experience in the investments industry Michael has held many senior roles, most recently he was Director of Investments at Target Group a successful Fintech company and COO at Investec Structured Products where he developed a passion for developing retail focussed investment businesses. Well respected in the investment industry for his understanding of the regulatory environment, Michael has helped a number of start-up investment businesses to implement their product development and governance frameworks.
Having read Mechanical Engineering at Loughborough University he embarked on his financial career joining the Broker Services Desk at Aviva Investors helping to promote their Mutual Fund Proposition to UK Intermediaries, Discretionary Fund Managers and Third Parties, before moving to the Retail Structured Equity Derivatives Desk at Investec Bank.
Alex holds the Private Client Investment Advice and Management Certificate (Chartered Institute for Securities and Investments) and the Investment Management Certificate (CFA Institute).
Glenn has over 20 years’ experience in the asset management industry, including co-founding LGBR Capital and LightTower Partners in 2012. Prior to this, Glenn was a director in the asset management division of Matrix Group from 2004. Glenn has also worked for investment houses including American Express Asset Management and Invesco (both their London and Jersey offices), during which time he developed longstanding ties to the Channel Islands.
Richard has over 20 years’ experience in the asset management industry, including co-founding LGBR Capital and LightTower Partners in 2012. Prior to this, Richard was Sales Director in the asset management division of Matrix Group which he joined in 2002. Richard has also worked at investment houses including Schroders and European Value Partners AGesdner.
Chief Investment Officer
As Head of the European Securitised Equity Derivative and Secondary Market Trading teams at Citigroup between 2005 and 2008, Tom was responsible for a team trading all securitised derivative products on both primary and secondary markets.
During this time of significant growth for derivatives markets, Tom was instrumental in establishing Citigroup as a leader in both primary market innovation and secondary market trading for the UK private placement market. Prior to this, Tom was part of the Structured Equity Derivatives Trading team at Citi, with specific responsibility for Constant Proportion Portfolio Insurance and Delta 1 Trading.
Oriana joined the team in June 2015, prior to that she spent 3 years at Premier Asset Management on the creative side of the marketing team, gaining experience in the design and layout of sales and marketing communications including presentations, market commentaries, investment reports and press publications. Oriana brings these skills with her, where her primary role is in supporting the distribution team through the production of marketing materials.